Flexfields and contextual attributes

Configure a descriptive flexfield on the document record, create a context that defaults based on document type, configure flexfield parameters in value sets so values are constrained by that context, show a type-specific set of extra fields appearing, then deploy and test. Context-driven flexfields are what let one document record structure serve visas, qualifications and contracts with entirely different attributes. Without them you get a wall of irrelevant fields, most of them blank, on every record — which is how a form teaches people to skip it.

In this module: Module 13 · Document Records

1. 1Document records and why access matters most
2. 2Document types and categories
3. 3Controlling access
4. 4Flexfields and contextual attributes
5. 5Generating letters
6. 6Retention, archiving and purging
7. 7What breaks
8. 8Lab: eight document types and an access matrix